Collective Wealth LLC, represent a new look to an industry in need of fresh ideas. We believe that our unique combination of creativity, experience and hard skills can deliver the results today’s investor is looking for.

 

I began my financial services career in 2003 at Northwestern Mutual immediately following college (Oklahoma State University, Finance). As a financial advisor, I directly managed assets for clients. I also applied advanced insurance concepts to design, implement and manage - Executive Benefits, Estate Planning, Premium Finance, Buy-Sell and Key-Person cases. In May of 2019, I was hired by a boutique investment firm as the Managing Director for their Tulsa and Las Vegas offices.  In addition to leading my teams, I also delivered investment advisory and advanced insurance solutions for private and corporate clients with complex needs.  

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In July of 2022 I opened my firm, Collective Wealth, LLC. I am dedicated to serving the needs of my clients and enjoy taking on complex problems. Away from the office I spend my time outdoors. I am fortunate my wife and kids enjoy adventure too. I take them with me every chance I get.

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